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Trust for Credit Unions offers custom investment profiles with 4Q17 data

WASHINGTON, DC (March 29, 2018) — Trust for Credit Unions (TCU), the oldest and largest mutual fund family created for and by credit unions, is now offering interested credit unions customized investment profiles. The complimentary profile utilizes 4Q17 data from Callahan’s Peer-to-Peer software to help credit unions benchmark their liquidity profile, portfolio mix, average duration, and yield.

This information can help answer key questions such as: how a credit union’s liquidity position stacks up to its peers, how its investment portfolio composition and term structure compares, and what its duration position implies for future interest rate movements.

“TCU is committed to providing credit unions with the investment resources and industry specific options they need,” says Jay Johnson, President of TCU. “These custom investment profiles were designed to help credit unions gain new insights by highlighting how their portfolios compare with peers.”

Interested credit unions may request their custom investment profile by visiting www.trustcu.com or by contacting us at info@trustcu.com.

Trust for Credit Unions helps credit unions succeed in serving their members by providing a professionally managed family of mutual funds — exclusive to credit unions — as well as the information and analysis they need to support investment decisions. Created by some of the leading credit unions with oversight by a board of trustees, TCU’s mutual fund options keep credit unions always invested, are professionally managed, and are based on the cooperative values of credit unions.

More information about TCU’s portfolios can also be found at www.trustcu.com.


About Trust for Credit Unions (TCU)

The Trust for Credit Unions (TCU) is a family of institutional mutual funds offered exclusively to credit unions. Callahan Financial Services is a wholly owned subsidiary of Callahan & Associates and is the distributor of the TCU mutual funds. ALM First Financial Advisors, LLC is the investment adviser of the TCU mutual funds. To obtain a prospectus that contains detailed fund information including investment policies, risk considerations, charges and expenses, call Callahan Financial Services, Inc. at 800-CFS-5678. Please read the prospectus carefully. For questions, please call the TCU Group at 1-800-237-5678.

Contacts

Media Contact:
Sharon Simpson
(202) 223-3920 | ssimpson@callahan.com

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